NISM Series V A – Mutual Fund Distributors Certification Exam
Mutual Fund Agent Exam
Who is a Mutual Fund Distributor ?
Mutual Fund Distributor is an authorised person to sell Mutual Fund schemes to investors. MF Distributor gets Upfront / Trail commissions from the investors / AMC for their sales.
What Exam Should one pass to become Mutual Fund Distributor ?
One should pass NISM Series V A Mutual Fund Distributors Certification exam to become a Mutual Fund Distributor.
Who should attend Mutual Fund Exam ?
1) NISM Mutual Fund Distributors Certification is a mandatory requirement for all people engaged in sales & distribution of Mutual funds.
2) Bank Employees & Financial Advisors who sell mutual funds have to pass this NISM Mutual Fund Distributors Exam.
3) Insurance Advisors who want to become MF Distributors should pass NISM VA Mutual Fund Exam.
What is meaning of 'Series V A or VA' in Mutual Fund Exam name ?
Series VA is not pronounced as 'vee A'. Its series 5 A. ' V ' is Roman Numeral for 5.
How to take Free DEMO exam of NISM Mutual Fund Exam in our website?
https://youtu.be/exw4Im837Zk
How to prepare for NISM Mutual Fund Exam ?
https://modelexam.in/nism-exams offers NISM VA Mutual Fund Exam PRACTICE TEST based on the NEW NISM syllabus
NISM Series V-A Mutual Fund Distributors Certification Examination Question Paper
NISM VA Mutual Fund Mock Test
Where can I get NISM Mutual Fund Study Material ?
MODELEXAM provides Short Study Guides for NISM Mutual fund exam preparation. Its around 28 pages. Short Notes contains exam oriented important concepts only.
Where can I get NISM Mutual Fund Exam Dates ?
Link to NISM Exam dates, location / centre & timeslots
How to do NISM Exam registration ?
https://modelexam.in/nism-exams/NISM_Registration_Procedure.html
How to learn about Mutual funds ?
NISM Mutual fund Youtube video class
How is the Assessment Structure for Mutual Fund Exam ?
| Total Questions | 100 X 1 mark each ( NO NEGATIVE MARKS) |
| Total Duration | 2 hours. |
| Passing score | 50% |
| Certificate Validity | 3 years |
| Certificate Renewal | Attend NISM CPE Session, Call Mr.Srinivasan 98949 49988 for NISM CPE Training details in South India. |
What are the Chapterwise Weightages for Mutual Fund exam ?
| Unit 1 | Investment Landscape | 8% |
| Unit 2 | Concept & Role of a Mutual Fund | 6% |
| Unit 3 | Legal Structure of Mutual Funds in India | 4% |
| Unit 4 | Legal and Regulatory Framework | 10% |
| Unit 5 | Scheme Related information | 10% |
| Unit 6 | Fund Distribution and Channel Management Practices | 6% |
| Unit 7 | Net Asset Value, Total Expense Ratio and Pricing of units | 8% |
| Unit 8 | Taxation | 4% |
| Unit 9 | Investor Services | 20% |
| Unit 10 | Risk, Return and Performance of Funds | 7% |
| Unit 11 | Mutual Fund Scheme Performance | 7% |
| Unit 12 | Mutual Fund Scheme Selection | 10% |
Mutual Fund Tutorial videos in YouTube – Topic wise
- How to become a Mutual Fund Agent?
- NISM Mutual Fund Distributors Exam Pattern
- What is a Mutual Fund?
- Terminologies used in Mutual Fund Industry
- Open and Closed end funds
- Types of Equity Funds
- Types of Debt Mutual Funds
- Types of Hybrid Schemes, Balanced Schemes
- Tax Saving Scheme - ELSS
- Gold Exchange Traded Fund
- Passive Funds and Fixed Maturity Plans
- Index Funds
- Tracking Error - Index Funds
- Product Labeling - Riskometer
- Mutual Fund Structure and Constituents
- Dividend Distribution Tax
- Grandfather Clause introduced in Budget and Taxation changes
- Capital Gain Tax
- Calculation of Long term capital gain tax using Indexation
- Tax Deducted at Source and Securities Transaction Tax
- Cut off timing - NAV
- Liquid Funds Cut off timing
- Liquid Funds - Redemption
- Who can Invest in Mutual Funds?
- Micro SIP and PAN Exempt Cases
- Risk Adjusted Performance - Sharpe Ratio
- Risk Adjusted Performance - Treynor ratio and Alpha
- Mutual Fund Offer Document
- Statement of Additional Information
- NAV, Sale Price, Repurchase Price
- NAV Calculation - Part1
- NAV Calculation - Part2
- Asset Allocation, Strategic Asset Allocation
- Fixed and Flexible Asset Allocation
- SIP and STP
- SWP, Dividend Payout,Dividend Reinvestment and Growth Options
- Systematic Risk and Unsystematic Risk
- Beta - measure of Market risk
- Upfront Commission, Trail Commission, Transaction Charges
- What is Sensex and Nifty? How it is calculated?
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